Invoice statuses and tracking payments

What do the invoice statuses mean?

Each invoice shows a status so you always know where it stands: draft (not sent yet), awaiting payment (sent, still owing), past due (the due date has passed), paid (nothing left to collect), bad debt (written off), and voided (cancelled). You never pick the status. It follows what you do: Send, Close invoice, Record a payment, Void and Reopen.

Status by status

• Draft: still yours to edit. Only you can see it. Send it when it is ready.
• Awaiting payment: sent and still owing. Record a payment (under Close invoice) logs cash, cheque or e-transfer as it arrives.
• Past due: the due date has passed and money is still owing. A good time to follow up.
• Paid: nothing left to collect. Close invoice also lands here when you close without a payment, with a line saying so.
• Bad debt: closed as money you will not collect. The homeowner stops seeing it, and Reopen puts it back.
• Voided: cancelled. The homeowner is told, any deposit goes back to the job, and there is no way back.

Recording cash, cheque, or e-transfer

If a client pays offline, open Close invoice and choose Record a payment. When a client signals they'll pay by another method, Homeezy shows a banner so you can confirm receipt and log the amount, keeping your records accurate even for non-card payments. Part payments are fine: the balance drops and the invoice stays awaiting payment until nothing is left.